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A customer is a Party who has authorized your Agents to act for them. The customer resource is that relationship seen from your side: who connected, which of your agents they authorized, and what each agent may do. This relationship is Natural Connect. Start one by inviting a customer. A customer’s id is their party ID (pty_*). There are two ways to connect a customer: invite a specific customer by email or phone, or create an invitation link that any customer can open. Both offer the same thing - a set of your agents, with the permissions and limits you set, for the customer to approve.

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Invitations

Every customer relationship starts as an invitation. It names one or more agents, the permissions you’re asking for, and optionally a per-transaction limit; the customer sees exactly what you asked for, and nothing moves until they accept. Pending invitations can be revoked, and accepted ones appear in your customer list. An invitation link is an invitation with no recipient. It carries the same offer, one or more agents with the permissions and limits you set, and any customer who opens it sees exactly that offer; nothing moves until they accept. The link’s URL is returned once, when you create it. Revoking a link stops new connections and leaves existing ones untouched. Each connection records the link that created it, so one link per channel tells you where every customer came from.

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Acting for a customer

Each agent-customer pair carries its own permissions and limits. Depending on the grant, an agent can send and request payments on the customer’s behalf, and with external_accounts.create it can link the customer’s bank account.

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Revoking the relationship

Either side can revoke at any time, you through the API or dashboard and the customer from theirs. New activity stops immediately.